+156.1%
HPQ vs URI
+1,173.3%
-1,017.3%
-51.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -1.3% | +2.9% | +2.1% |
| 7D | +3.2% | +6.7% | -3.6% | +0.5% |
| 30D | -3.6% | +8.9% | -12.5% | -7.0% |
| 3M | -5.3% | +0.5% | -5.8% | -6.4% |
| 6M | +41.1% | +20.7% | +20.5% | +28.2% |
| YTD | +36.9% | +40.0% | -3.2% | +13.3% |
| 1Y | +23.5% | +34.4% | -10.9% | +4.1% |
| 3Y | +19.6% | +149.5% | -129.9% | -25.4% |
| 5Y | +11.4% | +205.6% | -194.2% | -38.8% |
| All | +156.1% | +1,173.3% | -1,017.3% | -16.9% |
Cumulative growth
Daily Returns
Daily percentage return beside URI.
Daily Out/Under-Performance
Portfolio return minus URI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × URI return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded URI wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling